Roth Financial Group, Merritt Island, Florida

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What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
Understanding the “No Tax on Tips” Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Disability Income Insurance

How much Disability Income Insurance do you need?
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.